Adviser-Hub articles

Article-Global-04-smll2024 Market Updates

Market briefings look back at May

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 9th Jun 2025

cgp_econ090625 Partner Zone

Economic outlook: higher uncertainty, lower growth

There are many ways to describe the outlook for the US and world economies. But, says Capital Group, one word has risen to the top of the lexicon at the midpoint of 2025: uncertainty.

Capital Group 9th Jun 2025

Partner Zone

Rethinking equity diversification in an era of geoeconomic fragmentation risks

Fragmentation of the global economic, technological and security orders has the potential to impact international capital flows and could justify more geographically diversified equity positioning,...

Fidelity International 6th Jun 2025

Partner Zone

Shifting global dynamics present an opportunity for mid-caps

Fidelity portfolio manager George Estathopoulos outlines why he believes mid-caps are poised to benefit from these shifting global dynamics. 

Fidelity International 6th Jun 2025

Article-Europe-01-smll2024 Analysis & Opinion

The Week: Europe’s crossroads

Europe has become the default market for capital moving out of the US – can it rise to the challenge?

Adviser-Hub 5th Jun 2025

nione_debunk030625 Partner Zone

Hidden GEMs: debunking five emerging market myths

Drawing on deep experience, Ninety One’s EM experts tackle five persistent myths about emerging markets and advocate a recalibration of perspectives.

Ninety One 3rd Jun 2025

nione_defence030625 Partner Zone

Modernising defence: unlearning everything

Ninety One’s Ellie Clapton and Jason Borbora-Sheen unpack why the 60/40 playbook is under pressure, and how to modernise defence for a more volatile world.

Ninety One 3rd Jun 2025

nione_great030625 Partner Zone

The great market shift – how market dislocation benefits active investors

This isn’t just another market cycle – it’s a structural shake-up. Ninety One’s Clyde Rossouw explores how an active strategy, built on quality, can weather disruption and u...

Ninety One 3rd Jun 2025

nione_gpt030625 Partner Zone

Gutenberg to GPT: AI as the next frontier in asset management

AI is reshaping financial services. In this keynote delivered at the PSG conference, Khadeeja Bassier, COO at Ninety One, explores how tools like ChatGPT and Claude enhance research, storytelling,...

Ninety One 3rd Jun 2025

abrdn_energy030625 Analysis & Opinion

Delivering innovative energy solutions for the UK’s energy transition

Aberdeen explores the Deeside Anaerobic Digestion Project's role in the UK's energy transition and decarbonisation efforts.

Aberdeen Investments 3rd Jun 2025

abrdn_bb_emequities_webpp Partner Zone

Breakfast briefing: Emerging market equities - a world of investment opportunities

Has the advent of Trumpolitics killed any hope for emerging market resurgence? Sign up to find out.

Aberdeen Investments 3rd Jun 2025

Partner Zone

What next for tech investors?

Fidelity’s Global Technology portfolio manager Hyun Ho Sohn discusses how staying disciplined and not getting carried along by momentum has helped navigate a challenging period for tech inves...

Fidelity International 2nd Jun 2025

Partner Zone

Fidelity Answers: US or Europe – where should you invest now?

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even...

Fidelity International 2nd Jun 2025

Partner Zone

Strat chat: Deglobalisation and tariffs are transforming US dollar dynamics

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. While t...

Fidelity International 2nd Jun 2025

Partner Zone

Tackling retirement income challenges and finding opportunities

We ask Laura Whetstone, Director at Lathe & Co Wealth Advisers, about the challenges financial planners and their clients have when approaching retirement, including cashflow reporting and the...

Fidelity International 2nd Jun 2025

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